PaxFamilia vs Altoo Comparison

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Pax Familia

PaxFamilia

Category
Consolidated Reporting

Belgium's PaxFamilia helps patrimonial advisors to serve their clients with a holistic and structured approach to their global wealth through their platform. By facilitating the aggregation of the family office's global wealth in one secured platform, professionals can work and collaborate more efficiently.

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Altoo, family office software, portfolio management software, consolidated reporting software

Altoo

Category
Consolidated Reporting

Developed and hosted in Switzerland, Altoo prides itself on Swiss precision in intuitive wealth data aggregation and monitoring. Encompassing a range of functions from consolidated reporting, governance, data aggregation to risk management, the software provides simplicity and control to private wealth owners and family offices.

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Company
Employees

11-50

Revenue

$1M

Founded

2017

Ownership

  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation

Incorporated

Belgium

Locations

Brussels

Top 5 Markets

  • France
  • Luxembourg
  • Belgium
  • Switzerland

Total AUM

$80B

Avg. AUM per client

$5M


11-50


-


2017


  • Owned by management
  • Key staff
  • Clients


Switzerland


Zug


  • Switzerland
  • United Kingdom
  • Italy
  • Germany
  • Hong Kong


As the data is encrypted, Altoo is not in the position to calculate this data.


CHF 250m

Client
Focus

Multi-Family Offices

Serves also

  • Single-Family Offices
  • Financial advisors
  • Banks
  • Insurance Brokers
  • Financial Planners
  • Fiduciaries
  • Estate Planners
  • Asset Managers

Number

32


Individual Wealth Owners


  • Single family offices
  • Multi family offices
  • Fund managers
  • Financial advisors
  • Banks
  • Trustees


Statistics and reference clients available upon requests

Product
Main tasks

  • Consolidated Reporting
  • Data Aggregation
  • Succession Simulator
  • Custom Reporting
  • Financial planning tool
  • Digital Vault

Top features

  • Family Structure
  • Asset Inventory
  • Donation Inventory
  • Ownership Framework
  • Digital Vault
  • Financial Planning Tool
  • Succession Simulator
  • Reporting Tool
  • Third Party Access

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities

Compliance

GDPR

Whitelabel

Yes


  • Consolidated Reporting
  • Governance
  • Data Aggregation
  • Risk Management
  • Document Management
  • Task Management
  • Secure Communication


  • Consolidation of bankable and non-bankable assets
  • Asset Allocation overview
  • Independent performance calculation
  • Intuitive ‘Explore’ feature to analyse asset/performance
  • Safe document storage and tagging
  • Monitoring of performance and asset movements
  • Cashflow Analyzer (incl. future cashflows)
  • Legal Structure overview
  • Setup delegate users with partial access
  • Non bankable asset overview


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)


GDPR


Yes

Technology
Type Of Software

SaaS

Security

  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability Tests
  • Third Party Security Assessment reports

Ecosystem

Web

Integrations

None

Mobile App

No


SaaS


  • Private cloud on own hardware
  • Swiss Tier 4 Data Center individual client data encryption HSM
  • For more please see https://sec3d.altoo.io


Linux
Java
Scala
SBT
cassandra
akka
grafana
logstash
kibana


  • Accounting software
  • Portfolio Management Systems


Yes

Simple solutions for complex times.